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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,242 | $148,582-83.0% | $135,942-81.4% | $139,456-81.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.28% | 79.26%-65.0pp | 68.28%-54.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $1,810 | $5,245-65.5% | $4,858-62.7% | $4,753-61.9% |
| Participant deferral / active EE | $3,403 | $8,101-58.0% | $7,759-56.1% | $6,711-49.3% |
| Admin fee / account holder | $6,851 | $12,402-44.8% | $10,764-36.4% | $11,407-39.9% |